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Capital Group Core Plus Income ETF (CGCP) Institutional Ownership

Capital Group Core Plus Income ETF logo
$22.34 +0.04 (+0.18%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Group Core Plus Income ETF (NYSEARCA:CGCP)

Number of
Institutional Buyers
(last 12 months)
281
Total
Institutional Inflows
(last 12 months)
$1.66B
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$373.50M
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Skip Chart & View Institutional Buying and Selling Data

CGCP Institutional Buying and Selling by Quarter

Capital Group Core Plus Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Ridgeline Wealth Planning LLC18,386$411K0.3%+5.5%0.005%
5/5/2026D.A. Davidson & CO.901,411$20.14M0.1%+1.6%0.266%
5/5/2026Compass Financial Group Inc.288,473$6.44M2.9%-0.8%0.085%
5/5/2026Bank of New York Mellon Corp26,942$602K0.0%N/A0.008%
5/5/2026Geneos Wealth Management Inc.281,626$6.29M0.1%+3.9%0.083%
5/5/2026 Sterling Investment Advisors Ltd.16,121$360K0.1%+3.5%0.005%
5/5/2026 Flynn Zito Capital Management LLC290,406$6.49M2.1%+22.3%0.086%
5/4/2026 NWF Advisory Services Inc.13,467$301K0.0%+13.0%0.004%
5/2/2026 Diversify Wealth Management LLC972,363$21.79M0.4%+14.8%0.287%
5/2/2026 Valmark Advisers Inc.2,084,059$46.56M0.6%+99.0%0.615%
5/1/2026 Fifth Third Bancorp174,146$3.89M0.0%+12,137.9%0.051%
5/1/2026 Sovran Advisors LLC628,910$14.05M1.1%+5.6%0.186%
5/1/2026 EQ Wealth Advisors LLC36,260$810K0.5%-1.6%0.011%
4/30/2026 Kestra Advisory Services LLC365,657$8.17M0.0%+1.3%0.109%
4/29/2026 Richmond Investment Services LLC68,384$1.53M0.2%+15.0%0.020%
4/29/2026 Cvfg LLC105,787$2.36M0.3%+42.3%0.032%
4/29/2026 Greatmark Investment Partners Inc.141,824$3.17M0.4%+7.2%0.042%
4/28/2026 Compton Financial Group LLC436,438$9.75M2.2%+1,876.9%0.130%
4/28/2026 Stephens Inc. AR447,118$9.99M0.1%+3.1%0.133%
4/28/2026 Koshinski Asset Management Inc.49,071$1.10M0.1%+9.2%0.015%
4/28/2026 Hunter Associates Investment Management LLC242,720$5.42M0.7%+23.1%0.073%
4/28/2026 CWS Financial Advisors LLC34,361$768K0.2%+1.8%0.010%
4/28/2026 New England Capital Financial Advisors LLC262,984$5.88M1.6%-52.6%0.079%
4/28/2026 WBH Advisory Inc.527,177$11.79M0.9%+3.7%0.158%
4/27/2026 World Investment Advisors124,349$2.78M0.0%+45.9%0.037%
4/27/2026 Private Advisor Group LLC590,466$13.19M0.1%+9.1%0.176%
4/25/2026 NavPoint Financial Inc.685,901$15.32M6.2%+3.9%0.206%
4/24/2026 Merited Wealth LLC66,877$1.49M1.2%+1.9%0.020%
4/24/2026 True Blue Financial LLC77,872$1.74M1.4%+21.6%0.023%
4/24/2026 Tcfg Wealth Management LLC50,746$1.13M0.4%+4.2%0.015%
4/23/2026 Investment Planning Advisors Inc.336,728$7.52M2.1%+1.2%0.101%
4/23/2026 Continuum Advisory LLC142,153$3.18M0.3%-2.3%0.043%
4/23/2026 Asset Allocation Strategies LLC38,711$865K0.2%+8.2%0.012%
4/23/2026 Vicus Capital52,885$1.18M0.1%+26.3%0.016%
4/22/2026 Hartmann Taylor Wealth Management LLC41,859$935K0.6%+9.9%0.013%
4/22/2026 Janney Montgomery Scott LLC4,915,821$109.82M0.3%+11.8%1.477%
4/21/2026 Main Line Retirement Advisors LLC835,729$18.67M9.3%+0.1%0.252%
4/21/2026 AA Financial Advisors LLC487,639$10.89M1.5%-39.9%0.147%
4/21/2026 Silver Oak Securities Incorporated24,805$554K0.0%+13.5%0.007%
4/21/2026 Fiduciary Alliance LLC78,385$1.77M0.1%+5.0%0.024%
4/20/2026 Kestra Private Wealth Services LLC85,224$1.90M0.0%+41.9%0.026%
4/20/2026 RFG Advisory LLC40,507$905K0.0%+16.1%0.012%
4/18/2026 CENTRAL TRUST Co5,434$121K0.0%+967.6%0.002%
4/18/2026 BCS Wealth Management10,438$233K0.0%-31.3%0.003%
4/18/2026 Richards Merrill & Peterson Inc.59,191$1.32M0.5%+2.5%0.018%
4/17/2026 Trinity Wealth Management LLC72,666$1.62M0.6%+12.4%0.022%
4/17/2026 Aspire Growth Partners LLC47,211$1.06M0.7%+41.0%0.014%
4/17/2026 AdvisorNet Financial Inc45,099$1.01M0.1%-43.6%0.014%
4/17/2026 Financial Management Network Inc.124,718$2.81M0.4%+3.6%0.038%
4/17/2026 Greenbush Financial Group LLC565,832$12.64M4.2%+25.2%0.171%
4/17/2026 Intergy Private Wealth LLC43,341$968K0.3%+5.5%0.013%
4/17/2026 Johnson Bixby & Associates LLC775,621$17.33M2.1%-12.2%0.234%
4/17/2026 Brookstone Capital Management12,086$270K0.0%-12.9%0.004%
4/16/2026 Evolve Private Wealth LLC919,620$20.54M1.1%+20.8%0.277%
4/16/2026 Balboa Wealth Partners23,018$514K0.1%N/A0.007%
4/16/2026 Swisher Financial Concepts Inc.322,053$7.20M4.0%+11.0%0.097%
4/16/2026 Freedom Financial Partners LLC425,071$9.50M3.4%+4.0%0.128%
4/16/2026 Founders Financial Securities LLC18,245$410K0.0%-2.7%0.006%
4/15/2026 Nations Financial Group Inc. IA ADV155,672$3.48M0.2%+10.1%0.047%
4/15/2026 Midwest Heritage Bank FSB1,326,985$29.65M9.5%+22.4%0.402%
3/23/2026 J. Derek Lewis & Associates Inc.635,488$14.39M3.4%N/A0.212%
3/17/2026Rockefeller Capital Management L.P.391,520$8.86M0.0%+1,155.4%0.131%
3/13/2026 World Investment Advisors85,228$1.93M0.0%+77.7%0.028%
3/10/2026Advisortrust Partners LLC69,868$1.58M0.7%N/A0.023%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management3,695$84K0.1%N/A0.001%
3/3/2026 NWF Advisory Services Inc.11,919$270K0.0%N/A0.004%
3/2/2026 Clearwave Capital LLC29,192$661K0.5%N/A0.010%
2/23/2026Kera Capital Partners Inc.253,801$5.75M0.7%-2.9%0.085%
2/20/2026Ruggaard & Associates LLC624,738$14.14M5.6%-8.6%0.208%
2/19/2026 Axxcess Wealth Management LLC15,858$359K0.0%N/A0.005%
2/18/2026Summit Global Investments17,861$404K0.0%+11.6%0.006%
2/18/2026Raymond James Financial Inc.6,108,791$138.30M0.0%+13.2%2.038%
2/18/2026EP Wealth Advisors LLC600,336$13.59M0.1%N/A0.200%
2/18/2026Troutman Wealth Management LLC753,693$17.06M14.1%N/A0.251%
2/18/2026 Wealth Intelligence LLC65,694$1.49M0.7%N/A0.022%
2/18/2026NewEdge Advisors LLC359,700$8.14M0.0%+47.9%0.120%
2/18/2026Cim LLC11,318$256K0.0%+13.7%0.004%
2/18/2026Alpha Capital Advisors Inc. ADV330,103$7.50M7.0%N/A0.110%
2/18/2026VestGen Advisors LLC41,773$946K0.0%-77.1%0.014%
2/18/2026OLD Mission Capital LLC50,286$1.14M0.0%+10.5%0.017%
2/18/2026IHT Wealth Management LLC265,028$6M0.1%+3.5%0.088%
2/18/2026 Evolve Private Wealth LLC761,301$17.24M1.0%N/A0.254%
2/18/2026Core Wealth Partners LLC272,517$6.17M2.8%+11.3%0.091%
2/17/2026Cetera Investment Advisers6,504,150$147.25M0.2%+12.6%2.170%
2/17/2026Equitable Holdings Inc.244,060$5.53M0.0%+5.5%0.081%
2/17/2026Osaic Holdings Inc.2,662,227$60.28M0.1%+12.4%0.888%
2/17/2026 Private Advisor Group LLC541,171$12.25M0.1%+21.5%0.181%
2/17/2026Stadion Money Management LLC615,253$13.93M1.1%-19.0%0.205%
2/17/2026Captrust Financial Advisors1,655,925$37.49M0.1%+0.5%0.553%
2/17/2026&PARTNERS4,297,725$97.39M0.5%+31.0%1.434%
2/17/2026Royal Bank of Canada3,549,555$80.36M0.0%+11.7%1.184%
2/17/2026Clearview Wealth Advisors LLC603,327$13.66M8.7%+0.3%0.201%
2/16/2026Venture Visionary Partners LLC51,310$1.16M0.0%+229.7%0.017%
2/16/2026 MML Investors Services LLC2,623,539$59.40M0.1%+7.6%0.875%
2/16/2026Mariner LLC282,687$6.40M0.0%+9.4%0.094%
2/16/2026Arax Advisory Partners4,558$103K0.0%N/A0.002%
2/16/2026Bristlecone Value Partners LLC88,768$2.01M2.3%N/A0.030%
2/13/2026 Kestra Advisory Services LLC361,040$8.17M0.0%+18.6%0.120%
2/13/2026Inspire Advisors LLC194,955$4.41M0.4%+2.5%0.065%
2/13/2026Stifel Financial Corp2,414,848$54.67M0.0%+0.6%0.806%


CGCP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGCP shares?

During the previous two years, 352 institutional investors and hedge funds held shares of Capital Group Core Plus Income ETF. The most heavily invested institutionals were Capital International Investors ($934.28M), LPL Financial LLC ($537.08M), Morgan Stanley ($416.27M), Wells Fargo & Company MN ($337.28M), Envestnet Asset Management Inc. ($205.06M), Cetera Investment Advisers ($147.25M), and Raymond James Financial Inc. ($138.30M).Learn more on Capital Group Core Plus Income ETF's institutional investors.

Which institutional investors have been buying Capital Group Core Plus Income ETF's stock?

Of the 342 institutional investors that purchased Capital Group Core Plus Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital International Investors ($19.55M), LPL Financial LLC ($14.51M), Envestnet Asset Management Inc. ($6.12M), Raymond James Financial Inc. ($6.11M), Cetera Investment Advisers ($4.84M), Wells Fargo & Company MN ($3.97M), and Janney Montgomery Scott LLC ($2.62M).

How much institutional buying is happening at Capital Group Core Plus Income ETF?

Institutional investors have bought a total of 73,651,789 shares in the last 24 months. This purchase volume represents approximately $1.66B in transactions.

Which of Capital Group Core Plus Income ETF's major shareholders have been selling company stock?

Of the 105 institutional investors that sold Capital Group Core Plus Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Johnson Bixby & Associates LLC ($5.04M), Northwestern Mutual Wealth Management Co. ($4.45M), Adamsbrown Wealth Consultants LLC ($1.03M), Commonwealth Equity Services LLC ($696.39K), Investment Planning Advisors Inc. ($637.43K), Wood Tarver Financial Group LLC ($498.74K), and AA Financial Advisors LLC ($343.33K).

How much institutional selling is happening at Capital Group Core Plus Income ETF?

Institutional investors have sold a total of 16,515,533 shares in the last 24 months. This volume of shares sold represents approximately $373.50M in transactions.


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This page (NYSEARCA:CGCP) was last updated on 5/5/2026 by MarketBeat.com Staff.
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